Practical analysis for investment professionals

Leadership, Management & Communication Skills


Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.

Investment Firm Culture Change: Five Keys to Success

Firms with strong and healthy cultures share certain essential factors.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Book Review: Achieving Investment Excellence

Achieving Investment Excellence is a comprehensive guide to the roles and responsibilities for trustees and board members.

Race and Inclusion Now: Action Points for Investment Management

How can the investment management industry better embrace diversity?

Using Artificial Intelligence to Sell Mutual Funds: Three Phases

How can artificial intelligence (AI) transform how investment products are distributed?

Investment Firm Culture: Three Keys to Employee Engagement

These factors drive motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close